How big is Summit Academy's plan?

Summit Academy's plan reported $711K in assets and 31 participants for 2024.

Original filing (PDF)20250627103521NAL0005458995001

Summit Academy

Name: Summit Academy — Summit Academy 401(k) Plan, Form 5500 (2024)
Creator: Summit Academy
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Summit Academy 401(k) Plan

401(k) retirement plan · Summit Academy's Summit Academy 401(k) Plan held $711K in plan assets for 31 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$711K

Net assets (EOY)

$711K

Plan identifiers

Summit Academy's EIN is 61-1214457.

EIN 61-1214457

Plan number 001

Plan year 2024

ACK ID 20250627103521NAL0005458995001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Summit Academy from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Summit Academy's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SUMMIT ACADEMY.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

SUMMIT ACADEMY

EIN

all filings

Address

11508 MAIN STREET · LOUISVILLE, KY · 40243

Phone

(502) 244-7090

Industry

Educational Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-27

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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